AI invoice automation from Google Sheets

How it works

1. 1
   Step 1Add a row to your Invoices Google Sheet with the client’s details, the work, the amounts and Status set to Pending.
2. 2
   Step 2The workflow checks the sheet every minute and picks up every invoice that is still Pending, so nothing is sent twice.
3. 3
   Step 3AI writes a short, friendly email for each client with the invoice number, the total and the due date.
4. 4
   Step 4It copies your Google Docs invoice design and fills in the details, like the client name, items, GST and total. Your original design stays untouched.
5. 5
   Step 5The filled invoice is saved as a PDF and emailed to the client from your Gmail.
6. 6
   Step 6The row is updated to Sent with today’s date. Change it to Paid when the money comes in.